Sila Value Advisors

Ajoy K. Sarker is the sole investment decision-maker. He founded the firm and serves as both Managing Member and Chief Compliance Officer, according to the firm's regulatory filing with the SEC. The organizational structure does not include an investment committee or external sub-advisors, which makes Sarker solely responsible for portfolio construction, security selection, and trade execution. His approach is rooted in fundamental, long-only value investing, targeting undervalued companies for multi-year holding periods.

The firm exclusively uses separately managed accounts (SMAs) held in custody at Charles Schwab & Co., per its disclosure filings. Sila Value Advisors does not manage any pooled investment vehicles, private funds, or hedge fund structures, meaning every client owns the underlying securities directly. This separation of custody and management avoids the commingling of assets between clients and grants each client full visibility and control over their individual portfolio holdings.